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23 Aug 2024, 4:58 am
The FCA explained that this is lower than expected due to changing economic conditions and the cost of funding a guaranteed retirement income through an annuity has fallen. [read post]
19 Mar 2015, 10:45 am
Whether to utilize a residuary bequest to the surviving spouse in along with a family trust where the family trust is funded if the surviving spouse makes a qualified disclaimer. [read post]
6 Apr 2024, 4:35 am
These updates include: allowing 403(b) plans to participate in multiple employer plans and pooled employer plans; getting rid of the unified plan rule (also referred to as the “one bad apple rule”) for multiple employer 403(b) plans so that violations by one employer do not affect the tax-qualified status of other employers who remain compliant; permitting 403(b) plan investments (which have traditionally been limited to annuity contracts and publicly traded… [read post]
22 Apr 2007, 4:39 am
$13.5 million will be used to create a privacy law enforcement fund. [read post]
29 Mar 2013, 12:10 pm
Thus, in a Chapter 7 bankruptcy, a debtor can keep all money contributed to a qualified retirement plan, without any fear that the Chapter 7 Trustee will swoop in like a bird of prey and seize those funds. [read post]
26 Feb 2021, 11:56 am
So it’s not an easy problem to solve because the advertising as a revenue source as a way to fund a company is a pretty tried and true method for that. [read post]
7 Apr 2011, 12:43 pm
Taxpayers also evade taxes by using offshore debit cards, credit cards, wire transfers, foreign trusts, employee-leasing schemes, private annuities or insurance plans. [read post]
7 May 2009, 8:25 pm
Taxpayers also evade taxes by using offshore debit cards, credit cards, wire transfers, foreign trusts, employee-leasing schemes, private annuities or life insurance plans. [read post]
21 Apr 2022, 10:39 am
Retroactive child support these funds are identified by the court as repayment for money spent for the care and support of the child in the past. [read post]
9 Sep 2021, 4:08 pm
The lease has to be for fair market rent, and if the grantor is paying rent to his or her own children, the rent will be another way of transferring funds out of the estate to them. [read post]
22 Mar 2024, 10:48 am
Per FinCEN, you must report foreign bank accounts, stocks or securities held at foreign financial institutions, foreign mutual funds, accounts at a foreign branch of an American bank, foreign annuity contracts, and foreign life insurance. [read post]
31 May 2024, 9:44 am
Married couples with an existing premarital or postnuptial agreement will need to carefully consider the impact of establishing and funding a CPT. [read post]
30 Dec 2010, 3:04 pm
Social Innovation Fund Investigation – This year we saw the first ever Social Innovation Fund (SIF) grant competition, a program created from the Edward M. [read post]
1 May 2024, 10:16 pm
McGonigle allegedly made withdrawals from victims’ annuities without authorization and persuaded victims to give him money to invest on their behalf, which he then purportedly used for personal and business expenses. [read post]
9 Sep 2020, 11:41 am
Variable Annuity Life Ins. [read post]
24 Feb 2022, 5:28 am
A subsequent Order was entered by the Family Part which denied Plaintiff’s request for a downward modification of PL support, denied Defendant’s request for counsel fees, expert fees and a litigation fund. [read post]
1 Sep 2009, 10:52 am
September 1, 2009Re: Greater And Lesser Potpourri Regarding Madoff, Starting With The IRS And Then Moving To Other Matters.PART 1. [read post]
11 Aug 2020, 6:00 am
HFAs select which projects are approved for funding. [read post]
12 Mar 2013, 9:06 am
The Coral Gables Commission election is scheduled for April 9, now less than a month away. [read post]
5 Feb 2014, 6:33 am
., an annuity) if they expect to live longer, which again leads to high prices for those who expect to live longer and widespread non-participation by those who don’t. [read post]
